Coca Cola Co
KO- Exchange
- NYSE
- Industry
- Beverages
- SEC CIK
- 0000021344
In the last 90 days, Coca Cola Co insiders filed 0 open-market purchases and 7 sales; 3,649 institutions reported holding it in 13F filings for Q2 2026, worth $263.1B in total; 6 superinvestors hold it, including Berkshire Hathaway and Maverick Capital.
13F holders, Q3 2022
Institutional positions in Coca Cola Co as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,743
- +1 vs. Q2 2022
- Shares held
- 3.03B
- +14.0M (+0.5%) vs. Q2 2022
- Total value
- $169.7B
- −$19.9B (−10.5%) vs. Q2 2022
- New holders
- 124
- 1,240 more added
- Sold out
- 123
- 993 more reduced
38 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting KO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,649 | $263.1B |
| Q1 2026 | 3,584 | $241.9B |
| Q4 2025 | 3,484 | $222.6B |
| Q3 2025 | 3,288 | $205.8B |
| Q2 2025 | 3,368 | $223.1B |
| Q1 2025 | 3,375 | $225.1B |
| Q4 2024 | 3,289 | $193.5B |
| Q3 2024 | 3,146 | $223.2B |
| Q2 2024 | 3,043 | $196.3B |
| Q1 2024 | 2,989 | $186.4B |
| Q4 2023 | 3,000 | $178.6B |
| Q3 2023 | 2,836 | $169.4B |
| Q2 2023 | 2,889 | $182.9B |
| Q1 2023 | 2,882 | $187.9B |
| Q4 2022 | 2,885 | $193.4B |
| Q3 2022 | 2,743 | $169.7B |
| Q2 2022 | 2,780 | $189.8B |
| Q1 2022 | 2,769 | $185.9B |
| Q4 2021 | 2,737 | $176.9B |
| Q3 2021 | 2,488 | $154.8B |
| Q2 2021 | 2,508 | $158.2B |
| Q1 2021 | 2,491 | $153.3B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Coca Cola Co; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| D'Orazio & Associates, Inc. | 5,943 | $333.0K | 0.10% | −313−5.0% | Reduced |
| Wealth Management Associates, Inc. | 5,944 | $333.0K | 0.23% | +10.0% | Added |
| Charter Oak Capital Management, LLC | 5,954 | $334.0K | 0.05% | −2,180−26.8% | Reduced |
| First Heartland Consultants, Inc. | 5,972 | $334.0K | 0.06% | +392+7.0% | Added |
| Bulltick Wealth Management, LLC | 5,920 | $334.5K | 0.10% | −500−7.8% | Reduced |
| Schmidt P J Investment Management Inc | 6,002 | $336.0K | 0.08% | 00.0% | Unchanged |
| Insight Folios Inc | 6,003 | $336.0K | 0.17% | +265+4.6% | Added |
| Spearhead Capital Advisors, LLC | 6,037 | $338.0K | 0.37% | +261+4.5% | Added |
| Cadinha & Co LLC | 6,044 | $339.0K | 0.11% | 00.0% | Unchanged |
| Congress Asset Management Co | 6,050 | $339.0K | 0.00% | +785+14.9% | Added |
| Wescott Financial Advisory Group, LLC | 6,074 | $340.0K | 0.09% | +50+0.8% | Added |
| Roof Eidam & Maycock | 6,096 | $341.0K | 0.13% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 6,112 | $342.0K | 0.04% | −750−10.9% | Reduced |
| Insight Advisors, LLC | 6,225 | $343.0K | 0.13% | +300+5.1% | Added |
| Archetype Wealth Partners | 6,139 | $344.0K | 0.10% | −338−5.2% | Reduced |
| Spectrum Management Group, LLC | 6,166 | $345.0K | 0.07% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 6,155 | $345.0K | 0.08% | +163+2.7% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 6,158 | $345.0K | 0.25% | +830+15.6% | Added |
| Benchmark Financial Wealth Advisors, LLC | 6,155 | $345.0K | 0.20% | +1,426+30.2% | Added |
| Virginia Wealth Management Group, Inc. | 6,150 | $345.0K | 0.26% | +1,600+35.2% | Added |
| J. L. Bainbridge & Co., Inc. | 6,183 | $346.0K | 0.05% | +12+0.2% | Added |
| Mizuho Markets Cayman LP | 6,168 | $346.0K | 0.05% | +350+6.0% | Added |
| True North Advisors, LLC | 6,212 | $347.0K | 0.11% | −602−8.8% | Reduced |
| Buckley Wealth Management, LLC | 6,206 | $348.0K | 0.13% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 6,187 | $349.0K | 0.33% | −166−2.6% | Reduced |
| Verus Financial Partners, Inc. | 6,203 | $350.0K | 0.05% | −833−11.8% | Reduced |
| Liberty Wealth Management LLC | 6,263 | $350.0K | 0.09% | +25+0.4% | Added |
| McAdam, LLC | 6,253 | $350.0K | 0.04% | +358+6.1% | Added |
| Quent Capital, LLC | 6,242 | $350.0K | 0.07% | +2,032+48.3% | Added |
| West Oak Capital, LLC | 6,292 | $352.0K | 0.19% | −55−0.9% | Reduced |
| Univest Financial Corp | 6,282 | $352.0K | 0.12% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 6,302 | $353.0K | 0.28% | −1,957−23.7% | Reduced |
| Orleans Capital Management Corp | 6,294 | $353.0K | 0.30% | 00.0% | Unchanged |
| Marotta Asset Management | 6,305 | $353.2K | 0.09% | 00.0% | Unchanged |
| Lantz Financial LLC | 6,311 | $354.0K | 0.18% | +30.0% | Added |
| Investors Research Corp | 6,324 | $354.0K | 0.11% | +114+1.8% | Added |
| Pring Turner Capital Group Inc | 6,318 | $354.0K | 0.36% | +428+7.3% | Added |
| Barings LLC | 6,333 | $355.0K | 0.01% | −25,787−80.3% | Reduced |
| Johnson Bixby & Associates, LLC | 6,335 | $355.0K | 0.09% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 6,443 | $355.0K | 0.05% | +300+4.9% | Added |
| Virtue Capital Management, LLC | 6,336 | $355.0K | 0.06% | +590+10.3% | Added |
| Frisch Financial Group, Inc. | 6,377 | $357.0K | 0.15% | +88+1.4% | Added |
| Wealth Dimensions Group, Ltd. | 6,387 | $358.0K | 0.18% | −44−0.7% | Reduced |
| Parisi Gray Wealth Management | 6,417 | $359.0K | 0.27% | −178−2.7% | Reduced |
| Drive Wealth Management, LLC | 6,358 | $359.0K | 0.34% | +842+15.3% | Added |
| CWA Asset Management Group, LLC | 6,420 | $360.0K | 0.03% | −404−5.9% | Reduced |
| Peoples Bank | 6,428 | $360.0K | 0.24% | +92+1.5% | Added |
| Klingman & Associates, LLC | 6,506 | $364.0K | 0.04% | −9−0.1% | Reduced |
| Cornerstone Capital, Inc. | 6,500 | $364.0K | 0.05% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 6,505 | $364.0K | 0.26% | +5+0.1% | Added |
| Lee Financial Co | 6,494 | $364.0K | 0.07% | +540+9.1% | Added |
| Rede Wealth, LLC | 6,514 | $365.0K | 0.22% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 6,527 | $366.0K | 0.25% | −369−5.4% | Reduced |
| Granite Investment Partners, LLC | 6,529 | $366.0K | 0.02% | 00.0% | Unchanged |
| Financial Partners Capital Management LLC | 6,538 | $366.3K | 0.09% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 6,566 | $367.0K | 0.40% | −86−1.3% | Reduced |
| Websterrogers Financial Advisors, LLC | 6,577 | $368.0K | 0.19% | −89−1.3% | Reduced |
| TD Capital Management LLC | 6,580 | $369.0K | 0.05% | −11−0.2% | Reduced |
| Cable Hill Partners, LLC | 6,592 | $369.0K | 0.08% | −8−0.1% | Reduced |
| Gibson Capital, LLC | 6,590 | $369.0K | 0.12% | 00.0% | Unchanged |
| Cedrus LLC | 6,588 | $369.1K | 0.35% | +975+17.4% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,597 | $370.0K | 0.16% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 6,611 | $370.0K | 0.28% | +168+2.6% | Added |
| KWMG, LLC | 6,617 | $371.0K | 0.06% | +10.0% | Added |
| Endurance Wealth Management, Inc. | 6,631 | $372.0K | 0.06% | +4,500+211.2% | Added |
| Rocky Mountain Advisers, LLC | 6,663 | $373.0K | 0.49% | +10+0.2% | Added |
| Ascent Wealth Partners, LLC | 6,659 | $373.0K | 0.09% | +76+1.2% | Added |
| Crescent Grove Advisors, LLC | 6,622 | $374.0K | 0.04% | +67+1.0% | Added |
| Beacon Investment Advisory Services, Inc. | 6,697 | $375.0K | 0.02% | +108+1.6% | Added |
| Beacon Financial Strategies CORP | 6,701 | $375.4K | 0.36% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 6,708 | $376.0K | 0.43% | +6,708 | New |
| Fort Pitt Capital Group, LLC | 6,722 | $377.0K | 0.02% | −155−2.3% | Reduced |
| Jupiter Asset Management Ltd | 6,755 | $378.0K | 0.01% | −50,153−88.1% | Reduced |
| Spouting Rock Asset Management, LLC | 6,746 | $378.0K | 0.29% | −5,950−46.9% | Reduced |
| Fort Sheridan Advisors LLC | 6,762 | $379.0K | 0.13% | −138−2.0% | Reduced |
| FirstPurpose Wealth LLC | 6,771 | $379.0K | 0.25% | +326+5.1% | Added |
| Oak Asset Management, LLC | 6,769 | $379.0K | 0.18% | +6,769 | New |
| SignalPoint Asset Management, LLC | 6,786 | $380.0K | 0.14% | −120−1.7% | Reduced |
| Hamilton Capital, LLC | 6,810 | $381.0K | 0.03% | −1,785−20.8% | Reduced |
| KG&L Capital Management,LLC | 6,809 | $381.0K | 0.22% | −420−5.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 6,815 | $381.8K | 0.22% | −45−0.7% | Reduced |
| Connecticut Wealth Management, LLC | 6,827 | $382.0K | 0.04% | −3,150−31.6% | Reduced |
| Kelly Lawrence W & Associates Inc | 6,830 | $382.0K | 0.11% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 6,821 | $382.0K | 0.17% | +60+0.9% | Added |
| Diversified, LLC | 6,827 | $382.0K | 0.19% | +1,600+30.6% | Added |
| Industrial Alliance Investment Management Inc. | 6,857 | $384.0K | 0.01% | −960−12.3% | Reduced |
| Alta Wealth Advisors LLC | 6,863 | $384.0K | 0.27% | +10.0% | Added |
| Prentiss Smith & Co Inc | 6,877 | $385.0K | 0.34% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 6,821 | $385.0K | 0.12% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 6,900 | $387.0K | 0.21% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 6,912 | $387.0K | 0.17% | +426+6.6% | Added |
| Tiemann Investment Advisors, LLC | 6,927 | $388.0K | 0.25% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 6,932 | $388.0K | 0.07% | +148+2.2% | Added |
| qPULA Trading Management LP | 6,933 | $388.0K | 3.40% | +6,933 | New |
| Planning Center, Inc. | 7,134 | $389.0K | 0.31% | −30−0.4% | Reduced |
| Rosenberg Matthew Hamilton | 6,952 | $389.0K | 0.15% | +55+0.8% | Added |
| Whalerock Point Partners, LLC | 6,983 | $391.0K | 0.17% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 6,996 | $392.0K | 0.17% | +30.0% | Added |
| ASB Consultores, LLC | 6,997 | $392.0K | 0.18% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 6,990 | $392.0K | 0.07% | +60+0.9% | Added |